- Business / brand name
- Average monthly sales
- Average monthly expenses
- How you pay yourself
- Biggest financial concern
08of 08Contact
Thirty minutes,
and a straight answer.
Tell me about the company and the decision in front of you. The first conversation costs nothing and ends with a recommendation either way.
Take a time
Put it on the calendar
and we will talk.
Thirty minutes · no charge. Choose whatever slot suits you — the confirmation arrives immediately, with a short note from me before we speak. If nothing on it works, send a note below instead.
Loading the calendar…
Open the booking pageBefore we meet
Eight pages to read,
and one to send back.
The packet sets out how the practice works, what each level of support covers, and what the discovery call actually reviews. Page 7 is the part that does the work: a Client Financial Snapshot you type straight into and email back, so the consultation opens on your numbers rather than on introductions.
In the packet
- 01Financial clarity for your businessWhat the practice does, and who it is built for.
- 02The numbers behind the businessProfitability, cash flow, owner pay, pricing, tax readiness, growth.
- 03Your business financial checkupWhat the discovery review looks at, and what you walk away knowing.
- 04Ways we can work togetherThe one-time financial reset, and the monthly partnership.
- 05Choose your level of supportManagement, Strategy, and Growth CFO — each quoted on the call.
- 06Getting startedThe five steps from first conversation to action plan.
- 07Client Financial SnapshotThe fillable page. Type into it, save it, send it back.
- 08Direct contactHow to reach Jordan between now and the call.
- 01
Download the packet
Eight pages, 195 KB. Read it in your own time — nothing in it asks you to decide anything yet.
- 02
Type into page 7
The Client Financial Snapshot has fillable fields. Any PDF reader will do, and estimates are completely fine — this is preparation, not an audit.
- 03
Email it back before we speak
Send the saved copy to jordynsfinance@gmail.com at least 24 hours before the call, and the thirty minutes starts with your numbers already read.
PDF · 8 pages · 195 KB. The email link opens a pre-addressed message — attach your saved copy before sending. Anything you send is read by me and no one else.
What happens next
Or reach me directly
- Telephone
- 469-248-7336
- Based in
- Dallas, Texas
- Serving
- Clients nationwide
- Reply
- Within one business day
- Calendar
- Book the call directly